Execution Roadmap

Create Contacts, Projects, and Invoices tables with appropriate fields.

Create views: Active Leads, Hot Prospects, Active Projects, Overdue Invoices

Audit all existing contacts, leads, and "maybes" from past work

Edit the recordings into digestible videos for future curriculum content.

Record yourself building the Airtable base and the n8n workflow, explaining your decisions.

Set up n8n and create a workflow triggered by a website form.

Send a personalized welcome email and notify yourself of the new lead.

Parse form data and create a new record in the Airtable Contacts table

Create branded templates for all PDFs.

Write sales copy and create product mockups.

Set up automated email delivery for purchases.

Develop case study templates and a PDF workbook.

Record a video walkthrough and create a landing page for the product.

Write scripts for client discovery calls, including pain identification and process mapping questions.

Design a professional PDF version of the Glossary.

Create a landing page and set a price for the product.

Script and record a video walkthrough of your AI automation roles and GRIOT framework.

Add lead capture forms to your website and connect them to your n8n workflow.

Test the entire flow from form submission to email delivery.

Set up Calendly for discovery calls and strategy sessions.

Set up Stripe and create products for your digital offerings and services.

Write compelling copy for your homepage and key pages (Services, About, Resources, Contact).

Ensure the website is mobile-responsive and optimized for search engines.

Compile an email list and send personalized outreach.

Announce the beta launch on LinkedIn and in relevant communities.

Create a shared workspace and a feedback loop.

Send a welcome email with program details and schedule the first live session.

Write a "Founding Member" email offer for your AI Advantage Program.

Create a program outline, pricing, and a simple landing page.